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Will Review Form

If you would like to know whether you should make a new will please complete the form and we will write to you and give you an idea of what it is likely to cost.

Do you have a current will?

Yes

No

Don't know

If 'Yes' when was it last reviewed?


Have your personal or business circumstances changed since last reviewing your will?

Yes

No

If 'Yes' please say how:

Marriage

Yes

No

Divorce

Yes

No

Separated

Yes

No

Widowed

Yes

No

Had children

Yes

No

Had grandchildren

Yes

No

Have your children:

Married

Yes

No

Divorced

Yes

No

Separated

Yes

No

 

Do you consider your total estate to be worth in excess of £312,000?
(This includes your home, life policies, business interests and other assets.)

Yes

No

Don't know


Have you made a Lasting/Enduring or General Power of Attorney?

Yes

No

Personal Details

Title

Forename

Surname

Address

Town

County

Postcode

Telephone

e-mail

Date of Birth

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